Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACTOGRAM FINANCIAL, INC.
EIN 87-1379534Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$463K assets
Welfare
0
Participants
2
251 NEPTUNE WAY - OCEANSIDE, CA 92054760-696-0588
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $463K assets / 2 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ACTOGRAM FINANCIAL, INC. CASH BALANCE PLAN
CashBalance
Assets$331K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACTOGRAM FINANCIAL, INC. 401(K) PLAN
401k
Assets$132K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACTOGRAM FINANCIAL, INC. CASH BALANCE PLAN | CashBalance | $331K | 1 | 2025 | |
| 001 | ACTOGRAM FINANCIAL, INC. 401(K) PLAN | 401k | $132K | 1 | 2025 |
Retirement plans